Getting Started Demo

Getting Started Demo

This Guide will get you onboard with the bases for testing you Options Strategies.
- How to set up a basic strategy for backtesting
- How to run the backtest and then adjust your strategy to optimize it
- And learn how to save the results for future reference

Here is a step by step tutorial:

Step 1. Set up an Options Strategy for Backtesting

Enter the Setup Screen


Either by clicking on an existing card or by adding a new one using the plus button.

Select the underlying symbol,

Select the Date range


You can also select a custom range

Build your strategy

Build the strategy set-up by adding legs and setting their Deltas.


Step 2. Run the Backtest and  Adjust

Run the Backtest

Adjust

Adjust by adding early exit conditions, rolls, etc. Note that both test are available